(Feb 14): Current attention is focussed on the newly named Covid-19 coronavirus. Coverage ranges from the realistic to the hyperbolic so it is easy for investors to lose track of the underlying and long-lasting impacts. Now is the time to consider portfolio rebalancing and that does not mean chasing high-flying biomedical stocks. Rebalancing means adjusting exposure to long-term assets that will continue to be impacted by this virus outbreak. The gaming rooms at Marina Bay Sands are at immediate risk, but the legal and semi-legal online gaming portals will take up the slack – perhaps on a more permanent basis.

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